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Status Report Template-Advanced
Status Report Template-Advanced
Management Summary
Enter a very brief summary of whether or not the project is on target to meet its key delivery dates, and is
on target to meet its budget objectives. If not, what is the key reason (s). You might also indicate in
here any significant risks that are in danger of occurring or have occurred, and what you need from your
management and the client in the short term to make the project successful. This section should be no
more than half to one page, regardless of project size. It should be just one sentence if everything is
going according to plan.
Risk Register
This may be attached to the report if it is tracked in a separate risk database. Make sure that this section,
or the attachment, just contains the key project risks. If the risks are documented here, use the following
format.
Id. Description Mitigation plan (what is Contingency plan (what will Likelihood Potential
being done to prevent the be done if the risk occurs) of impact (dollar /
risk) occurring schedule /
quality etc)
Describe any major changes since the previous report, or any other commentary you feel is appropriate.
Metrics
Report any key metrics if this is appropriate. For instance, number of test cases developed to date versus
planned, defect chart, etc. This is to be a very brief summary.
Financial Status
INVOICED TO DATE TOTAL CONTRACT VALUE
For last month Planned total
Actual project to date Forecast total
(includes last month) (=planned + agreed
changes)
Client paid to date
OVERDUE INVOICES
Invoice no. Amount Date sent
dd-mmm-yy
Describe any major changes since the previous report, or any other commentary you feel is appropriate.
Describe any major changes since the previous report, or any other commentary you feel is appropriate.
Other
Add anything else you think is appropriate, such as reports on any outside audits / reviews of the project
and their key findings.
Management Summary
Enter a very brief summary of any additional comments you want to make that are for company internal
use only. For instance:
problems with the client (which may be reported above, but may be added to here)
if this were a fixed price project for an external client, management comments on the project costs
would be appropriately reported here and not in the client visible section.
Metrics
Report any key metrics for internal company use if this is appropriate. For instance, on a fixed price
project this may be a resource usage report summary (for each major work area or project phase, days
worked, forecast days to go, planned total, forecast total, changes to forecast from previous month, etc)
Other Comments
Add anything else you think the company should be aware of that is not appropriate to be issued to the
client.
Financial Report
If a fixed price contract, complete the following table (all entries are $):
Note: There is no contingency “To date”: contingency either gets spent or converted to additional profit.
Describe any major changes since the previous report, or any other commentary you feel is appropriate.